Blog

Guides on QuickBooks data retention, closing a business, and staying audit-ready.

Guides

What Happens to Your QuickBooks Online Data When You Cancel?

What Happens to Your QuickBooks Online Data When You Cancel?

3 min read
Closing Your Business? How to Archive Your QuickBooks Records Before They're Deleted

Closing Your Business? How to Archive Your QuickBooks Records Before They're Deleted

6 min read
Before You Cancel QuickBooks Online: The 7-Point Data Backup Checklist

Before You Cancel QuickBooks Online: The 7-Point Data Backup Checklist

5 min read
Why QuickBooks Won't Let You Export Attachments Linked to Their Transactions

Why QuickBooks Won't Let You Export Attachments Linked to Their Transactions

5 min read
The 7-Year Records Rule: Why Your 1-Year QuickBooks Access Isn't Enough

The 7-Year Records Rule: Why Your 1-Year QuickBooks Access Isn't Enough

5 min read
Do I Have to Keep Paying for QuickBooks Just to See My Old Data?

Do I Have to Keep Paying for QuickBooks Just to See My Old Data?

4 min read
How Long to Keep Business Records After Closing a Business

How Long to Keep Business Records After Closing a Business

3 min read
How to Keep Your QuickBooks Data for 5 or 7 Years After You Close the Account

How to Keep Your QuickBooks Data for 5 or 7 Years After You Close the Account

4 min read
How to Download All Your Receipts and Attachments from QuickBooks Online in Bulk

How to Download All Your Receipts and Attachments from QuickBooks Online in Bulk

4 min read
How to Export the QuickBooks Online Audit Log Before It's Deleted

How to Export the QuickBooks Online Audit Log Before It's Deleted

6 min read
What QuickBooks Online's Export to Excel Actually Leaves Behind

What QuickBooks Online's Export to Excel Actually Leaves Behind

4 min read
QuickBooks Online's Read-Only Year, Explained

QuickBooks Online's Read-Only Year, Explained

2 min read
I Sold My Business. How Do I Back Up My QuickBooks Data for the Future?

I Sold My Business. How Do I Back Up My QuickBooks Data for the Future?

5 min read
How to Archive a Client's QuickBooks Online File When You Offboard Them

How to Archive a Client's QuickBooks Online File When You Offboard Them

6 min read
Client Closing Their Business: What to Pull from QuickBooks Online Before Access Ends

Client Closing Their Business: What to Pull from QuickBooks Online Before Access Ends

6 min read
The Complete Checklist for Closing a Business: Taxes, Records, and Your Accounting File

The Complete Checklist for Closing a Business: Taxes, Records, and Your Accounting File

5 min read
What Records Does the IRS Actually Ask For in a Small Business Audit?

What Records Does the IRS Actually Ask For in a Small Business Audit?

5 min read
Native QuickBooks Backup vs. Export vs. a Full Archive: Which One Protects You?

Native QuickBooks Backup vs. Export vs. a Full Archive: Which One Protects You?

6 min read
How Do I Get ALL My Data Off QuickBooks Online? A Complete Export Guide

How Do I Get ALL My Data Off QuickBooks Online? A Complete Export Guide

7 min read
Can the IRS Audit a Business That's Already Closed?

Can the IRS Audit a Business That's Already Closed?

6 min read
Why Has QuickBooks Online Gotten So Expensive?

Why Has QuickBooks Online Gotten So Expensive?

5 min read
Fed Up With QuickBooks Costs? Read This Before You Cancel

Fed Up With QuickBooks Costs? Read This Before You Cancel

5 min read
How to Cancel Your QuickBooks Online Subscription the Right Way

How to Cancel Your QuickBooks Online Subscription the Right Way

4 min read
I Cancelled QuickBooks and It Just Shows the Resubscribe Page. Can I Still Get My Data?

I Cancelled QuickBooks and It Just Shows the Resubscribe Page. Can I Still Get My Data?

5 min read
Filing Your Final Business Tax Return: What Records the IRS Expects You to Keep

Filing Your Final Business Tax Return: What Records the IRS Expects You to Keep

6 min read
Dissolving an LLC: The Records You Must Keep

Dissolving an LLC: The Records You Must Keep

6 min read
Sold Your Rental Property? The LLC's Books Matter for Years After the Closing

Sold Your Rental Property? The LLC's Books Matter for Years After the Closing

6 min read
How Long to Keep Records After Selling a Rental Property

How Long to Keep Records After Selling a Rental Property

6 min read
Closing a Single-Property LLC After the Sale: A Records Checklist

Closing a Single-Property LLC After the Sale: A Records Checklist

7 min read
Depreciation Recapture: The Records the IRS Expects When You Sell a Rental

Depreciation Recapture: The Records the IRS Expects When You Sell a Rental

5 min read
Capital Improvements vs. Repairs: The Old Receipts That Decide Your Tax Bill When You Sell

Capital Improvements vs. Repairs: The Old Receipts That Decide Your Tax Bill When You Sell

6 min read
1031 Exchanges and Record Keeping: Why the Old Property's Records Follow You

1031 Exchanges and Record Keeping: Why the Old Property's Records Follow You

6 min read
What Real Estate Attorneys Should Tell Sellers About Their Books at Closing

What Real Estate Attorneys Should Tell Sellers About Their Books at Closing

6 min read
How to Save a Copy of Your QuickBooks General Journal for Audit Purposes

How to Save a Copy of Your QuickBooks General Journal for Audit Purposes

6 min read
Switching Accounting Software? The One Step Everyone Forgets

Switching Accounting Software? The One Step Everyone Forgets

6 min read
Switching from QuickBooks to Xero? Archive Your Full History First

Switching from QuickBooks to Xero? Archive Your Full History First

5 min read
Moving from QuickBooks to Wave? Make a Complete Backup First

Moving from QuickBooks to Wave? Make a Complete Backup First

5 min read
A Bookkeeper's Guide to Preserving QuickBooks Records for Departing Clients

A Bookkeeper's Guide to Preserving QuickBooks Records for Departing Clients

6 min read
How to Give a Departing Client a Clean, Audit-Ready Copy of Their Books

How to Give a Departing Client a Clean, Audit-Ready Copy of Their Books

6 min read
Cancelling a QuickBooks Trial? You Only Have 90 Days Before Your Data Is Gone

Cancelling a QuickBooks Trial? You Only Have 90 Days Before Your Data Is Gone

5 min read
QuickBooks Export Keeps Crashing or Failing? Why It Happens and What to Do

QuickBooks Export Keeps Crashing or Failing? Why It Happens and What to Do

4 min read
Closing Your Business Bank Account: Which Statements to Save and for How Long

Closing Your Business Bank Account: Which Statements to Save and for How Long

5 min read
Cancelling Your EIN and Notifying the IRS When You Close a Business

Cancelling Your EIN and Notifying the IRS When You Close a Business

4 min read
Transferring a QuickBooks Company to a New Owner Without Handing Over Your History

Transferring a QuickBooks Company to a New Owner Without Handing Over Your History

5 min read
Should Accountants Keep an Archive of Former Clients' QuickBooks Files?

Should Accountants Keep an Archive of Former Clients' QuickBooks Files?

5 min read
Business Record Retention Schedule by Document Type (Free Reference Table)

Business Record Retention Schedule by Document Type (Free Reference Table)

5 min read
Statute of Limitations on IRS Audits: 3 Years, 6 Years, or Forever

Statute of Limitations on IRS Audits: 3 Years, 6 Years, or Forever

4 min read
Leaving QuickBooks for FreshBooks? Don't Lose Your Transaction History

Leaving QuickBooks for FreshBooks? Don't Lose Your Transaction History

5 min read
Does QuickBooks Migration Carry Over My Attachments and Audit Trail? (No)

Does QuickBooks Migration Carry Over My Attachments and Audit Trail? (No)

5 min read
Cheaper QuickBooks Alternatives for a Business That's Winding Down

Cheaper QuickBooks Alternatives for a Business That's Winding Down

6 min read
The Executor's Guide to a Deceased Owner's QuickBooks Records

The Executor's Guide to a Deceased Owner's QuickBooks Records

7 min read
How to Access a Deceased Owner's QuickBooks Online Account

How to Access a Deceased Owner's QuickBooks Online Account

5 min read
Settling an Estate: Which of the Business's Records the Executor Must Keep

Settling an Estate: Which of the Business's Records the Executor Must Keep

6 min read
Final Tax Returns After a Business Owner Dies: the Records Each One Needs

Final Tax Returns After a Business Owner Dies: the Records Each One Needs

5 min read
Date-of-Death Value and Stepped-Up Basis: Why the Business's Books Matter to the Heirs

Date-of-Death Value and Stepped-Up Basis: Why the Business's Books Matter to the Heirs

6 min read
What Estate Attorneys Should Tell Executors About the Business's Books

What Estate Attorneys Should Tell Executors About the Business's Books

6 min read
Divorce and the Business's QuickBooks: Preserve the Records Before Valuation and Discovery

Divorce and the Business's QuickBooks: Preserve the Records Before Valuation and Discovery

5 min read
Locked Out of the Company QuickBooks in a Divorce? How to Get a Complete Copy

Locked Out of the Company QuickBooks in a Divorce? How to Get a Complete Copy

5 min read
Buying Out a Business Partner? Both Sides Need the Books First

Buying Out a Business Partner? Both Sides Need the Books First

5 min read
Leaving a Business Partnership: The Records You Keep for the Years You Co-Owned It

Leaving a Business Partnership: The Records You Keep for the Years You Co-Owned It

5 min read
Business Bankruptcy: The Trustee Needs Your Books, and Missing Records Can Put Your Discharge at Risk

Business Bankruptcy: The Trustee Needs Your Books, and Missing Records Can Put Your Discharge at Risk

5 min read
Filing Chapter 7 for Your Business? Archive Your QuickBooks Before You Lose Control of It

Filing Chapter 7 for Your Business? Archive Your QuickBooks Before You Lose Control of It

5 min read
How to Add Your Accountant to QuickBooks Online (Accountant User)

How to Add Your Accountant to QuickBooks Online (Accountant User)

4 min read
Is QuickBooks Online Advanced's Backup Enough to Close On?

Is QuickBooks Online Advanced's Backup Enough to Close On?

4 min read
What's Actually in an Audit-Ready QuickBooks Archive

What's Actually in an Audit-Ready QuickBooks Archive

5 min read
Closing a Construction Company: The Records to Keep Beyond the Tax Window

Closing a Construction Company: The Records to Keep Beyond the Tax Window

6 min read
Job-Costing Records: Why a Contractor's QuickBooks History Matters After the Job Is Done

Job-Costing Records: Why a Contractor's QuickBooks History Matters After the Job Is Done

5 min read
Construction Warranties and Defect Claims: The Records That Outlast Your Tax Return

Construction Warranties and Defect Claims: The Records That Outlast Your Tax Return

6 min read
You Got an IRS Audit Notice for a Closed Business: What to Do

You Got an IRS Audit Notice for a Closed Business: What to Do

5 min read
Facing a State Sales Tax Audit After Closing? The Records You Need

Facing a State Sales Tax Audit After Closing? The Records You Need

4 min read
Dissolving a Nonprofit: Records to Keep and the Final Form 990

Dissolving a Nonprofit: Records to Keep and the Final Form 990

4 min read